Koinly

Koinly

4.9 out of 5 stars
FolioSpan Koinly

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FolioSpan:

About

FolioSpan is a personal portfolio-tracking app for recording stocks, ETFs, cryptocurrency, precious metals, and other holdings alongside balances from public blockchain addresses. Users can scan a public wallet address to view on-chain balances; the app does not require a seed phrase or private key and does not trade, send, swap, stake, or custody assets. Portfolio views include cost basis, profit and loss, allocation, transaction history, watchlists, and price alerts. Holdings are stored on the device by default, with optional account-based cloud sync. The free plan supports manual tracking and one wallet scan with ads. FolioSpan Pro adds unlimited scans, automatic sync, ad-free use, and CSV tools. Available for Android and iOS, FolioSpan can be used in guest mode. Market and blockchain data may be delayed or incomplete, and the app is not financial or tax advice.
Koinly:

About

Make tax reporting easy, reliable and accurate with Koinly. Simply connect your exchange accounts / public addresses and let Koinly calculate your capital gains, then generate a tax report for next year. Your final report is accepted by your tax agency and easy to print & file. Koinly is an accounting and tax reporting software for cryptocurrency investors, hobbyists and accountants. With over 700 integrations, Koinly supports over 400 Exchanges, 100 Wallets and over 170 Blockchains. This makes it easier for you to get the most out of your crypto capital gains. Easily track your crypto assets & taxes View your total holdings and portfolio growth over time - across all your wallets and accounts - along with your tax liabilities. Reliable cryptocurrency tax reports Preview your capital gains and taxes for free. Generate tax documents when you are ready. Easily find and fix issues with your transactions Say goodbye to absurd gains and inaccurate tax reports.
FolioSpan:

Platforms Supported

Windows Not Supported
Mac Supported
Linux Not Supported
Cloud Not Supported
On-Premises Not Supported
iPhone Supported
iPad Supported
Android Supported
Chromebook Not Supported
Koinly:

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported
FolioSpan:

Audience

Individual investors tracking stocks, ETFs, crypto, precious metals, and public blockchain wallets.
Koinly:

Audience

Cryptocurrency investors or accountants looking for a tax solution
FolioSpan:

Support

Phone Support Not Supported
24/7 Live Support Not Supported
Online Supported
Koinly:

Support

Phone Support Not Supported
24/7 Live Support Supported
Online Supported
FolioSpan:

API

Offers API Not Supported
Koinly:

API

Offers API Supported
FolioSpan:

Screenshots and Videos

Koinly:

Screenshots and Videos

FolioSpan:

Pricing

$6.99/month
Free plan: $0 with manual holdings, one wallet scan, and ads. Pro: $6.99/month or $49.99/year, auto-renewing, or $99.99 one-time for lifetime access. Pro includes unlimited wallet scans, automatic wallet sync, CSV, lots, and DCA tools; subscriptions are billed through the app store.
Free Version Supported
Free Trial Not Supported
Koinly:

Pricing

Free
Koinly gives you more for less, with a generous free plan that features 10,000 transactions and support for over 700+ integrations including DeFi and NFTs.

Koinly also offer annual plans for when you are ready to generate your tax report:

* $49 for 100 transactions
* $99 for 1,000 transactions
* $179 for 3,000 transactions
* from $279 for 10,000+ transactions
Free Version Supported
Free Trial Not Supported
FolioSpan:

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software
Koinly:

Reviews/Ratings

Overall 4.9 / 5
ease 4.6 / 5
features 4.5 / 5
design 4.6 / 5
support 4.9 / 5
Koinly:

Pros & Cons from Real Users

Pros

  • I love that it can handle many blockchains and CEX's, the pricing is good. And also the customer support is amazing.
  • Just really amazing support with complicated Defi and NFT transactions, above and beyond what one would expect.
  • I find the Crypto Tax Reporting a bit complex and using Koinly and especially their Support Team has make it much simpler.
  • As a tax professional, I really love using Koinly’s service for my crypto clients! And whenever there’s an issue, the support team is very responsive and helpful! I’d very highly recommend Koinly!
  • Expert Service, Wallet Synchronisation, Tax Reporting, Free Trial Longevity, User Interface, Performance, Availability.

Cons

  • Maybe that it still has some issues with some relatively unknown chains (that have their own quirks like being able to pay gas in stable coins,...) , but it's understandable given the amount of chains they support.
  • Still early days for NFT and Defi transactions so requires a fair bit of manual adjustment.
  • Sometimes it took longer to get a response, but I understand that there are a TON of people looking for support and expertise. At the end of the day, they ALWAYS came through.
  • On one occasion I did receive an unfamiliar error message, but the team was very quick to resolve it!
  • Transaction search facility by contract is missing, transaction filtering could be improved, version control.
FolioSpan:

Training

Documentation Not Supported
Webinars Not Supported
Live Online Not Supported
In Person Not Supported
Koinly:

Training

Documentation Supported
Webinars Not Supported
Live Online Not Supported
In Person Not Supported
FolioSpan:

Company Information

FolioSpan
Italy
getfoliospan.com
Koinly:

Company Information

Koinly
Founded: 2018
United Kingdom
koinly.io
FolioSpan:

Alternatives

No Alternatives
Koinly:

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4.0 out of 5 stars
FolioSpan:

Categories

Koinly:

Categories

Corporate Tax Supported
Crypto Supported
Crypto Accounting Supported
Crypto Tax Supported
DeFi Tools Supported
Koinly:

Corporate Tax Features

Compliance Management Not Supported
Data Import / Export Supported
Data Verification Supported
Electronic Filing Not Supported
Exception Notification Not Supported
For Nonprofits Not Supported
For Partnerships Not Supported
K-1 Reporting Not Supported
Payroll & Employer Forms Not Supported
Status Tracking Not Supported
Tax Planning Not Supported

Crypto Tax Features

Automated Data Import Supported
Exchange Integration Supported
Export Transactions Supported
Historical Prices Supported
Income Overview Supported
Margin & Futures Support Supported
Profit & Loss / Cap Gains Supported
Staking / Lending / DeFi Support Supported
Tax Form Generation Supported
Tax Loss Harvesting Supported
Wallet Integration Supported

Tax Practice Management Features

Approval Process Control Not Supported
Billing & Invoicing Not Supported
Client Management Supported
Client Portal Supported
Document Management Not Supported
Due Date Tracking Supported
Scenario Planning Not Supported
Tax Filing Supported
Tax Forms Supported
Workflow Management Supported
FolioSpan:

Integrations

Arweave Not Supported
BitBox Not Supported
BitLox Not Supported
CoinTiger Not Supported
Coinsquare Not Supported
Dex-Trade Not Supported
Edge Not Supported
EtherDelta Not Supported
Horizen Not Supported
IOTA Not Supported
NEON Wallet Not Supported
OKT Chain (OKTC) Not Supported
Plus500 Not Supported
Polkadot Not Supported
Revolut Not Supported
SwissBorg Not Supported
Tidex Not Supported
Vauld Not Supported
Koinly:

Integrations

Arweave Supported
BitBox Supported
BitLox Supported
CoinTiger Supported
Coinsquare Supported
Dex-Trade Supported
Edge Supported
EtherDelta Supported
Horizen Supported
IOTA Supported
NEON Wallet Supported
OKT Chain (OKTC) Supported
Plus500 Supported
Polkadot Supported
Revolut Supported
SwissBorg Supported
Tidex Supported
Vauld Supported
FolioSpan:
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Koinly:
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